We are distinguished by our decades of experience as trusted strategic advisors to significant family enterprises, including our own. Unlike traditional wealth management firms or multifamily offices, LinePoint is solely focused on serving its affiliating advisors and SFO executives.
Leverage the full power of our global network and marketing team to forge meaningful new relationships, build a trusted brand, and drive high-quality growth tailored to your unique objectives — whether expanding your client base or strengthening your SFO’s influence.
Utilize best-in-class technology solutions white-labeled to your brand, coupled with a common-sense approach to compliance, that make day-to-day management and client service seamless and reliable.
Amplify your unique investment philosophy through augmented CIO services, white-labeled alternative and private market investment solutions, and access to the world’s premier investment institutions.
Tap experienced practitioners and family office executives for strategic guidance on the complex structures and affairs of UHNW clientele – from multi-generational tax and estate planning to philanthropy, risk coverage, and investment banking solutions.